Guide to Data-Driven Client Selection: Boost Your Bottom Line and Retain Good Staff

A Practice Management Workshop Preview

APA Webinar

Not all clients are created equal. The top 20% generate the majority of profit, while the bottom segment drains time, energy, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout.

In this 1-hour session, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe, CPA (Founder), and Ian Brennan (Workshop Coordinator).

In this session, we’ll explore:

  • How to identify profit-draining clients — and what to do about them
  • Ways to double down on your top 20% to maximize margins
  • Practical tools to free up capacity, improve morale, and grow firm value
APA Webinar 2025 image

Join us on September 16 2025, 3:30 p.m. ET

Join us on September 16 2025, 3:30 p.m. ET

Not all clients are created equal. The top 20% generate the majority of profit, while the bottom segment drains time, energy, and margins. Understanding your client mix is the key to boosting profitability and protecting your team from burnout.

In this 1-hour session, you’ll learn how to apply data-driven tools to reshape your client base. You’ll also have the chance to ask questions during a live Q&A with Brannon Poe, CPA (Founder), and Ian Brennan (Workshop Coordinator).

In this session, we’ll explore:

  • How to identify profit-draining clients — and what to do about them
  • Ways to double down on your top 20% to maximize margins
  • Practical tools to free up capacity, improve morale, and grow firm value
APA Webinar 2025 image